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Group Involvement

Created: 11/01/2017Updated: 03/02/2018


The Group Involvement report will show in a tabular format who is a member of the selected groups. The group names will be column headings. To run the report:

  1. Expand the Groups menu.
  2. Click on Reports.
  3. Highlight Group Involvement.
  4. Click over to the Selected column the groups you wish to include in the report.
  5. Click on the Columns tab to add additional fields to the report.
  6. Click GENERATE.

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On the right side of the Report Output Window are actions that can be performed for the report. groupinvolvementreport

  1. Click on PAGE SETUP to set your printer and paper size and orientation.
  2. Click on PREVIEW to preview the output. Do not send the report to the printer from this preview window, it will only send the first page to the printer.
  3. To change fonts, column sizes etc., click CUSTOMIZE. The report will be displayed in 4D View, Roll Call’s spreadsheet program. Make your modifications here.
  4. Click on PRINT to send the report to the printer.
  5. Click ZOOM IN to make the font in the report larger on your screen.
  6. Click ZOOM OUT to make the report font smaller on your screen.
  7. To save the report as a tab delimited file or html document, click SAVE. Enter the location and name of the file to be saved.
  8. Click SAVE SET to save the list of people for use later within Roll Call.
  9. Click CREATE LABELS to create address labels (3 across 10 down size) for this list of people.
  10. Click WRITE LETTER, to compose a mail merge letter to this list of people.
  11. Click EMAIL to send an email to this list of people or to email the report to another individual. If you choose Email people, it will send the email to everyone listed in the report.

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